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Smart Gating for your content - AKA Lead Capture for (DOCs, PDF, PPT, videos):

  • Writer: Mohamed Farhan
    Mohamed Farhan
  • Aug 6
  • 3 min read

Lead Capture is a simple yet powerful way to grow your audience. Before accessing your document or content, viewers provide their email address — giving you a direct channel to connect, follow up, and convert interest into action. It’s the smart bridge between content sharing and meaningful business relationships.


With SendNow, you get access to Lead Capture completely free, making it even easier to collect valuable leads without any extra cost.


In this blog, we’ll explore how SendNow’s Lead Capture works, how you can access it, and the best ways to use it effectively.


Step‑by‑Step Guide to Capturing Leads with SendNow


Step 1:  Log in to SendNow 


  •  Log in to sendnow.live and upload your document, video, PDF, or other content.


Document analytics upload interface
Upload page for analytics

Step 2: Enable the Lead Capture Feature


  • After uploading, click View Analytics’. In the tracking page, find the Lead Capture option and click it.

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Step 3: Edit, View, and Export Your Leads


  • Edit the form as needed.


  • View submissions to see who filled out the form.


  • Export submissions as a CSV file to download and view in Excel.

Sendnow leadcapture
Sendnow leadcapture

Step 4: SendNow Lead Capture Form – Customization Options

1. Form Trigger Settings:

Trigger Settings
Trigger Settings

Trigger Type – Choose how/when the form appears:


  • After Page Loads (Delay) – Form appears after the page has fully loaded.

    Delay Option: Set how many seconds to wait before the form pops up.


  • When User Scrolls (Percentage) – Form appears after the user scrolls a specific portion of the page.

    Scroll Percentage: Set the scroll depth (e.g., 40%) at which the form should          appear.

Form Layout
Form Layout

2. Form Size & Shape:


  •  Adjust the roundness of the form’s corners, text input fields, and submit button using the Form Radius, Input Radius, and Button Radius settings.



Typography & Fonts
Typography & Fonts

3. Typography & Fonts:


  • Font Family – Choose from available fonts (recommended: Inter).


  • Text Sizes – Adjust the size of the main headline and field labels.




Color Scheme
Color Scheme

4. Color Scheme Customization:


  • Form Colors – Set background, header text, and label text colors.


  • Button Colors – Customize the button’s background and text colors.





Form Content
Form Content


5. Form Content Editing:


  • Edit the form’s headline, subheadline, and thank-you message to engage your audience.






6. Form Fields:


  • Add or remove fields like Full Name, Email, Phone, and Message.


  • Mark fields as required or optional.


  • Add up to six fields to collect the information you need.


Form customization panel with required fields for consultation
Customizing form fields

Step 5: Share Your Link 


  • SendNow provides you with a unique shareable link for your document. You can even edit the link to match your style or branding. Share it anywhere — emails, social media, or your website — and start collecting leads instantly.

    Sendnow lead capture form in the docs
    Sendnow lead capture form in the docs

Why It’s Useful


Lead capture is like a digital handshake before someone views your content. With SendNow’s built-in lead capture feature, you don’t just share — you also gather valuable contact details, opening the door for meaningful conversations, personalized follow-ups, and stronger business relationships


Benefits of Email Lead Capture


  • Direct Communication – Build a personal channel to reach your audience anytime.


  • Data Export Made Easy – Download leads in CSV format for use in any CRM or email tool.


  • Always-On Capture – Works 24/7 without your manual effort.


  • Customizable Experience – Design the form to match your brand’s look and tone.


  • Better Insights – Know exactly who’s engaging with your documents, videos, or PDFs.


  • Time-Saving – Automatically collect and organize leads without manual tracking.


  • Accurate Insights – See exactly who interacted with your documents and when.


  • Grow Your Audience – Build a targeted email list from people genuinely interested in your content.


  • Automated Lead Collection – No more manual tracking — all leads are stored for easy access.


TL;DR


  • Upload your document, video, or PDF to SendNow.


  • Turn on Lead Capture from the tracking page.


  • Customize form triggers, design, content, and fields.


  • Share your unique link anywhere to start collecting leads.


  • View, export, and use captured data to grow your audience.

 
 
 

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